TWM
SCHW

Thrive Wealth Management’s Charles Schwab SCHW Stock Holding History

Thrive Wealth Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$297K Sell
3,223
-207
-6% -$18.9K 0.04% 194
2026
Q1 		$322K Buy
3,430
+621
+22% +$60.9K 0.05% 170
2025
Q4 		$281K Sell
2,809
-30
-1% -$2.85K 0.04% 189
2025
Q3 		$271K Sell
2,839
-39
-1% -$3.7K 0.04% 194
2025
Q2 		$263K Buy
2,878
+39
+1% +$3.27K 0.04% 194
2025
Q1 		$222K Sell
2,839
-948
-25% -$74.4K 0.04% 199
2024
Q4 		$280K Buy
3,787
+39
+1% +$2.92K 0.05% 162
2024
Q3 		$243K Buy
3,748
+17
+0.5% +$1.12K 0.04% 187
2024
Q2 		$275K Buy
3,731
+110
+3% +$8.13K 0.05% 171
2024
Q1 		$262K Buy
3,621
+317
+10% +$20.9K 0.05% 176
2023
Q4 		$227K Buy
+3,304
New +$191K 0.05% 172

Other funds holding SCHW

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Thrive Wealth Management's SCHW Position: Q2 2026 in Review

Thrive Wealth Management reduced its Charles Schwab (SCHW) stake by 6% in Q2 2026, selling an estimated $18.9K and leaving 3,223 shares worth $297K. The position accounts for 0.04% of the portfolio, ranked #194.

Thrive Wealth Management first reported a position in SCHW in Q4 2023 and has held it in 11 quarters since. The position peaked at $322K in Q1 2026. 384 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Thrive Wealth Management held 3,223 shares of Charles Schwab worth $297K as of Q2 2026.
  • Thrive Wealth Management sold 207 Charles Schwab shares in Q2 2026, an estimated $18.9K.
  • Charles Schwab made up 0.04% of Thrive Wealth Management's portfolio in Q2 2026, its #194 holding.
  • Thrive Wealth Management first reported a position in Charles Schwab in Q4 2023 and has held it in 11 quarters since.
  • Thrive Wealth Management's Charles Schwab position peaked at $322K in Q1 2026.
  • 384 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.